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TCI Wealth Advisors’s M/I Homes MHO Stock Holding History

TCI Wealth Advisors’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-128
Closed -$8.08K – 1401
2023
Q1 		$8.08K Hold
128
– – ﹤0.01% 1216
2022
Q4 		$5.91K Buy
+128
New +$5.5K ﹤0.01% 1410
2022
Q1 		– Sell
-63
Closed -$4K – 2363
2021
Q4 		$4K Sell
63
-14
-18% -$837 ﹤0.01% 1853
2021
Q3 		$4K Buy
77
+32
+71% +$1.96K ﹤0.01% 1780
2021
Q2 		$3K Hold
45
– – ﹤0.01% 1797
2021
Q1 		$3K Buy
45
+28
+165% +$1.45K ﹤0.01% 1552
2020
Q4 		$1K Hold
17
– – ﹤0.01% 1410
2020
Q3 		$1K Buy
+17
New +$707 ﹤0.01% 1367
2020
Q1 		– Sell
-32
Closed -$1K – 1652
2019
Q4 		$1K Buy
+32
New +$1.34K ﹤0.01% 1380
2016
Q2 		– Sell
-30
Closed -$1K – 1348
2016
Q1 		$1K Buy
+30
New +$539 ﹤0.01% 1111

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

TCI Wealth Advisors's MHO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of M/I Homes (MHO) in Q2 2023, closing a stake of 128 shares — an estimated $8.08K sold.

TCI Wealth Advisors first reported a position in MHO in Q1 2016 and held it in 10 quarters. The position peaked at $8.08K in Q1 2023. 259 funds tracked by Wall St. Rank hold MHO as of Q2 2023.

  • TCI Wealth Advisors reported no remaining M/I Homes position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 128 M/I Homes shares in Q2 2023, an estimated $8.08K.
  • TCI Wealth Advisors first reported a position in M/I Homes in Q1 2016 and held it in 10 quarters.
  • TCI Wealth Advisors's M/I Homes position peaked at $8.08K in Q1 2023.
  • 259 funds tracked by Wall St. Rank held M/I Homes as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.